Other Finance Courses

FSG Distribution

Online Only Course

Aims

This course is designed for advanced General Ledger users with responsibility for running and distributing multiple FSG reports at month-end.

Before starting the course users need to have read and understood the policy document which contains the "rules" around creating FSG Distribution Groups; this will be accessed via the training tool.

Objectives

By the end of this session you will be able to:

  • Create an FSG Distribution Group
  • Edit an FSG Distribution Group
  • Change security for an FSG Distribution Group
  • Use an FSG Distribution Group

Prerequisites

To book onto this course you must have completed the following courses: 

  • Oracle Overview - On-line or classroom
  • Introduction to General Ledger
  • General Ledger Journals & Enquiries
  • At least 2 months experience of running FSG reports using Content Sets is essential

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Introduction to Finance

Classroom Only Course

Aims

To introduce participants to the basics of finance

Objectives

The seminar will give an introduction to basic financial principles and terminology without the use of jargon, and ensure the de-bunking of many of the myths surrounding this topic.

Content will include an introduction to how the University is managed on a financial basis, including sources of income and costs, and the recording of both.

This will not include any formal training on Oracle Financials.

The seminar will also help new and existing staff to see how their role relates to the University’s wider financial community framework.

Please note that this course is run by the Oxford Learning Institute

Prerequisites

There are no prerequisites for this course. 

Book

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Introduction to Tendering Part 1

Classroom Only Course

Aims

It is essential that those responsible for conducting tender processes have the correct skills and knowledge to complete the process efficiently whilst satisfying audit requirements.

This course is suitable for:

  • University staff responsible for managing tender processes within their departments who wish to explore the tender process in greater depth .
  • Departmental staff working with the University Purchasing Department on high value procurement projects who wish to understand the process and roles and responsibilities .
  • Managers who wish to understand best practice procurement, in order to develop better working practices within their own departments.

Objectives

This Introduction to Tendering course is a two part course and will provide an overview of the University's tendering processes and will explore how best value for money can be achieved. It will explain best practice throughout the tendering process, including interacting with suppliers, specification drafting, evaluation and contract award. The course will also briefly touch on negotiation techniques and explain how good procurement can support effective contract management.

Part One of this course covers:

  • An overview of the University's tender processes and thresholds
  • Supplier selection and due diligence
  • Writing an effective specification
  • Developing the invitation to tender

Prerequisites:

There are no prerequisites for this course.

Book

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Introduction to Tendering Part 2

Classroom Only Course

Aims

It is essential that those responsible for conducting tender processes have the correct skills and knowledge to complete the process efficiently whilst satisfying audit requirements.

Objectives

This Introduction to Tendering course is a two part course and will provide an overview of the University's tendering processes and will explore how best value for money can be achieved. It will explain best practice throughout the tendering process, including interacting with suppliers, specification drafting, evaluation and contract award. The course will also briefly touch on negotiation techniques and explain how good procurement can support effective contract management.

Part Two of this course covers:

  • Developing the evaluation model and scoring method
  • Dealing with supplier questions
  • Evaluating and moderating tenders
  • Negotiation techniques
  • Awarding contracts

Prerequisites

To book onto this course you must have completed the following courses: 

  • Introduction to Tendering Part 1

Book

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Invoicing External Sales – Optional Extras

Online Only Course

Aims

This course is designed for Receivables users who want to understand more about AR reports and the dispute process.

Objectives

By the end of this session you will be able to:

  • Mark an invoice as in dispute
  • Understand the purpose or the different AR reports

Prerequisites

To book onto this course you must have completed the following courses: 

  • Invoicing External Sales

Book

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Month End Reporting

Classroom Only Course

Aims

This course is designed for new departmental Administrators and Finance staff with an established working knowledge of day-to-day financial activities, in particular those who will be responsible for managing the month-end reporting process and actions from those reports.

Objectives

By the end of the session you will be able to:

  • Identify and review the reports required for your department at month-end
  • Understand key month end reports and take any appropriate actions resulting from them

Prerequisites

To book onto this course you must have completed the following courses: 

  • Introduction to General Ledger
  • It is also recommended that delegates attend the Introduction to Finance course or have a working knowledge of finance practices in the public sector, although this is not mandatory.

Book

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Projects Workshop

Classroom Only Course

Aims

This course is intended for users of the Projects module.

Objectives

This is a workshop session run by members of the Research Accounts team in Central Finance. Common issues will be discussed along with best working practices. Delegates are encouraged to bring along questions about real examples from their own department.

Prerequisites

To book onto this course you must have completed the following courses: 

  • Oracle Overview 
  • Introduction to Projects
  • Project Enquiries

Book

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Purchasing & Payables Workshop

Classroom Only Course

Aims

This course is intended for any user with an EXISITING role as a Buyer, iProcurement Finance Preparer, Accounts Payable User or Approver. 

The aim of the course is to learn how to manage purchase orders more effectively and efficiently.

Objectives

The Managing Open Purchase Orders Workshop will primarily deal with Purchase Orders which are over 6 months old and will offer information and assistance on how to resolve them. It will enable users to:-

  • Run & use the Open Purchase Order Report in Excel
  • Locate & Analyse open POs                
  • Resolve open purchase orders using appropriate techniques:
  • Run the Invoice on Hold Report
  • Resolve Open POs in Live Financials

Prerequisites

To book on this course you need to have access to least one of the following roles in Oracle Financials: 

  • Buyer
  • iProcurement Finance Preparer
  • [OX] Payables
  • [OX] Payables No Release Holds

*[OX] where OX is your department code

Book

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Shopping Optional Extras

Online Only Course

Aims

This course is intended for anyone with an iProcurement responsibility. The activities are not mandatory but will help to make your shopping experience even easier.

Please note completing this course will not entitle you to access any iProcurement role.

For access you must complete the relevant course for the required role:

  • Shopper
  • Reviewer
  • Preparer

Objectives

By the end of this session you will be able to:-

  • Manage personal favourites
  • Compare Items
  • Create Blanket POs
  • Carry out extra receipting activities
  • Save a requisition
  • Make enquiries
  • Amend a requisition

Prerequisites

To book onto this course you must have completed the following courses: 

  • Another iProcurement responsibility, i.e. Shopper, Reviewer or Preparer

Book

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Tender Exemptions

Classroom Only Course

Aims

This course is suitable for: University staff responsible for completing and approving tender exemptions. Managers who wish to understand best practice procurement, in order to develop working practices within their own departments.

Objectives

The Managing Open Purchase Orders Workshop will primarily deal with Purchase Orders which are over 6 months old and will offer information and assistance on how to resolve them. It will enable users to:-

  • Overview of the University's general purchasing policy and its aims.
  • Valid and invalid reasons for tender exemptions.
  • An overview of the various sections of the tender exemption form.
  • Practical tips on completing tender exemptions to ensure first time approval.
  • Approval processes.

Prerequisites

There are no prerequisites for this course.

Book

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Trading Activities Workshop

Classroom Only Course

Aims

This course is intended for anybody who manages month end/year end processes for sales or trading activity within a department or division. 

Objectives

  • The Trading Activities Workshop will look at the following:-
  • Differentiate between Trading and Non-Trading
  • Identify the tax implications of Trading Activities
  • The responsibilities and benefits of having Trading Activities
  • What to do at Year End

Prerequisites

There are no prerequisites for this course, however it is recommended that the User has familiarity with at least one of the following:

  • Invoicing External Sales
  • General Ledger

Book

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Trust Funds

Classroom Only Course

Aims

This session is intended for departmental administrators and divisional staff with responsibility for the day-to-day management of Trust Funds. It provides background information on how Trust Funds are created and managed, and explains the information that is available within the Oracle Financials accounting system. Objectives:

By the end of the session, you will be able to:

  • Recognize how Trust Funds are identified in the General Ledger through the B Source of Funds, and whether they are restricted or unrestricted, expendable or not
  • Describe how income is reclaimed from a Trust Fund
  • Describe the responsibilities of the department with regard to Trust Funds
  • Identify the reports that are received or that can be generated

Prerequisites

To book onto this course you must have completed the following courses: 

  • Oracle Overview - On-line or classroom
  • Introduction to General Ledger

Book

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XL Connect

Online Only Course

Aims

This course is designed for all staff with a reporting responsibility (i.e. anyone except Shoppers) to allow them to download and install the Excel addin called XL Connect. The addin is designed to enable users to run reports from within Excel, without having to log into Oracle Financials separately.

Objectives

By the end of this online session you will be able to:

  • Log into XL Connect
  • Run reports in XL Connect
  • Fetch XL Connect Requests from Oracle
  • Refresh reports in XL Connect
  • Distribute an XL Connect report
  • Modify an XL Connect report

Prerequisites

To book onto this course you must have completed the following courses: 

  • Oracle Overview - On-line or classroom
  • Please note: access to specific reports is only granted once the relevant module training has been completed and the responsibility assigned.

Book

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Introduction to Negotiation

Classroom only course

 Aims

This Introduction to Negotiation course provides an overview of the features and phases of negotiation and explores how to plan for and achieve effective negotiations with suppliers.

The course will explain some commonly used negotiation tactics, and briefly touch on the different approaches to negotiation.

The course will also highlight some common conditioning tactics used by suppliers when negotiating.

Target audience

This course is suitable for:

  • University staff responsible for purchasing from suppliers who wish to develop their negotiation practice.
  • Managers who wish to understand best practice negotiation, in order to develop working practices within their own departments.

​Learning outcomes

This course is designed to provide attendees with an understanding of the negotiation process and to provide practical advice to help achieve effective negotiation outcomes.

This course will build the confidence of staff involved in purchasing to negotiate with suppliers in order to improve value for money outcomes.

This Introduction to Negotiation course provides an overview of the features and phases of negotiation and explores how to plan for and achieve effective negotiations with suppliers.

The course will explain some commonly used negotiation tactics, and briefly touch on the different approaches to negotiation.

The course will also highlight some common conditioning tactics used by suppliers when negotiating.

Course content

  • Features of negotiation
  • Rationale for negotiating
  • Win-lose and win-win approaches
  • Phases of negotiation
  • Preparing for a negotiation
  • Body language and style
  • Supplier conditioning
  • Common negotiation tactics
  • Common mistakes

 Course Pre-Requisites

To book onto this course it is recommended that you have attended: 

  • Introduction to Tendering

Book

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